Molly O’Shea@MollySOSheaSep 8

NEW: @Saronic CEO Dino Mavrookas (@MavrookasD) on Rebuilding American Shipbuilding 🇺🇸 "What has typically just determined naval power is who can build the most ships. It's not who can build the most exquisite, the most expensive." China outbuilds the U.S. 230 to 1. Saronic is betting billions that autonomy, private capital & a new generation of defense primes can close the gap. Part II of III from inside Saronic We cover: › China built over 1,000 commercial ships last year. The U.S. built 5. › China holds 57% of total global shipbuilding capacity › The Navy fleet is ~290 ships. Congress set a 355 minimum in 2018. › 1% of the FY26 defense budget went to autonomy › $3B Port Alpha in Brownsville, 10,000 jobs, $160B economic impact Also covered: $19B aircraft carriers, the $1.2T 30-year plan to reach 381 ships, the hypersonic launch off Marauder with @castelion ahead of the Navy's first manned test, & why he expects 5 to 10 new defense primes in the next decade. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Dino Mavrookas, Co-Founder & CEO at Saronic (01:10) America's shipbuilding crisis (03:33) Why Defense contracts move so slow (06:43) Scaling one win at a time (08:24) Why Defense needs the Private sector now (09:38) The next wave of defense giants (10:50) Building for both Military & Commercial (14:28) Serving the Navy, Army, & beyond (16:12) How China wins on price, not quality (18:15) The Hypersonic missile deal (20:58) From Private Equity to founding Saronic (25:02) The real story behind the name "Saronic" (26:49) The next decade of American shipbuilding (27:58) Where is the Maritime Industry headed? (28:30) It's the people, not the capital